MyPlans update - we are experiencing intermittent issues with account access through MyPlans. You may be unable to access your account. We apologise for any inconvenience caused.

We're here to help

If you're looking for help with managing your account, you may find the information you require in our support hub. Alternatively, you can call, write or send a message.

Our Glasgow-based Customer Service team is available to help you. Whatever your query, we'll provide a friendly greeting and our best customer care.

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Get in touch

Our Glasgow-based Customer Service team is available to help you. Whatever your query, we'll provide a friendly greeting and our best customer care.

General enquiries

Lines are open 8.30am-5.30pm, Monday to Friday (excluding bank holidays).

Calls may be monitored for quality and feedback purposes.

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Ex-Fidelity pension customers

For queries relating to your transferred Fidelity pension:

Lines are open 8.30am-5.30pm, Monday to Friday. Excluding bank holidays. Calls may be monitored for quality and feedback purposes.

Ex-Canada Life customers

For queries relating to Canada Life customers:

Lines are open 8.30am-5.30pm, Monday to Friday. Excluding bank holidays. Calls may be monitored for quality and feedback purposes.

Ex-Mobius Life customers

For queries relating to Mobius Life customers:

Lines are open Monday to Friday, 9.30am to 4pm. Excluding bank holidays. Calls may be monitored for quality and feedback purposes.

Some useful information

If you're calling for a current valuation why not see if our valuation tool can help you? Or why not try our My Plans service or app.

If you're changing your name, you’ll need to write to us enclosing a copy of the relevant information (e.g., a marriage certificate) at the address above.

Making a complaint

At Scottish Friendly, we aim to provide the highest possible standards of customer service at all times. However, if we don't meet your expectations or you're dissatisfied in any way with our service or products, we'd like to know. Learn more about our complaints process and how to lodge a complaint here.

Senior Independent Director

As a member of Scottish Friendly you're entitled to contact your Senior Independent Director (SID). They're an independent Scottish Friendly board member who is neither a member of the executive or a Chair person. 

If you're a member of Scottish Friendly and have a concern which you feel has not been adequately resolved by us, you may request that your concerns are put before the SID of Scottish Friendly. Upon receipt of your request your concern will be placed before the SID who will respond to your case. Please use our online contact form to request this.

Reconnecting you with your plan

Have you received a letter from The Tracing Group? Click here for more information.

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Submit a bereavement claim

We're sorry for your bereavement.

To submit a bereavement claim form, you can download and print the relevant form using the link below to send to us. Full instructions including a checklist are also provided to help you.

Scottish Friendly Life Policies

If the person who has passed away had a Life policy with Scottish Friendly, you can notify us and make a claim by completing a bereavement claim form.

Scottish Friendly Pension Policies

If the person who has passed away has a Pension policy with Scottish Friendly, you can notify us and make a claim by completing a Notification of Bereavement form (pensions).

Our Bereavement Support Leaflet also provides some useful information.

Looking for a maturity claim form?

If you’ve misplaced your maturity claim form you can download a replacement form here.

Can’t find your policy document?

If you've lost your policy document, you can download a Lost Policy Declaration form to complete and return with your claim form.

Download lost policy document form – surrenders claim

Download lost policy document form – maturity / death claim